With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...
The outlook for Australian real estate investment trust (AREIT) funds has improved in Morningstar's latest review of the sector, with six funds upgraded and improved fund...
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Some of the more complex exchange-traded fund (ETF) structures starting to emerge in Australia are not as risky as the headlines might have us believe, according to Morni...
Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....
Global listed property strategies are likely to pay income distributions from 30 June, 2011; however, the risks of a fluctuating currency remain, according to Morningstar...
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
PortfolioConstruction Forum asks the major research houses about their most recent projects and appointments....
The financial services industry needs to shift focus away from accumulation to decumulation thinking if it is to adequately meet the needs of those entering retirement....
Environmental, social and governance (ESG) issues are increasingly guiding portfolio construction. However, taking an ESG approach can introduce new risks. Chris Kennedy ...
Vanguard and RARE strategies have outperformed their peers following a Morningstar sector wrap of seven global listed infrastructure funds....
Former Morningstar researcher Zac Wallis has joined the Zurich key accounts team as a research relationship manager....
Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....
Most managed funds saw a positive first quarter of 2011 despite natural disasters and geopolitical uncertainty, according to Morningstar senior research analyst Julian Ro...
AMP Capital Investors will continue its sustainable funds strategy with Dr Ian Woods in the lead role, after Michael Anderson announced his departure last month....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...